Michels Family Financial’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Michels Family Financial’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$368K	Sell	2,884 -59	-2%	-$7.33K	0.24%	109
2026 Q1	$338K	Buy	2,943 +135	+5%	+$15.9K	0.24%	104
2025 Q4	$322K	Sell	2,808 -58	-2%	-$6.53K	0.24%	110
2025 Q3	$317K	Sell	2,866 -195	-6%	-$20.8K	0.25%	109
2025 Q2	$319K	Buy	3,061 +75	+3%	+$7.42K	0.27%	99
2025 Q1	$297K	Buy	2,986 +11	+0.4%	+$1.11K	0.27%	104
2024 Q4	$291K	Buy	+2,975	New	+$298K	0.27%	104

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Michels Family Financial's RWL Position: Q2 2026 in Review

Michels Family Financial reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 2% in Q2 2026, selling an estimated $7.33K and leaving 2,884 shares worth $368K. The position accounts for 0.24% of the portfolio, ranked #109.

Michels Family Financial first reported a position in RWL in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Michels Family Financial held 2,884 shares of Invesco S&P 500 Revenue ETF worth $368K as of Q2 2026.
Michels Family Financial sold 59 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $7.33K.
Invesco S&P 500 Revenue ETF made up 0.24% of Michels Family Financial's portfolio in Q2 2026, its #109 holding.
Michels Family Financial first reported a position in Invesco S&P 500 Revenue ETF in Q4 2024 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.